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663 hedge funds and large institutions have $15.1B invested in Hershey in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 199 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 44

33% more capital invested

Capital invested by funds: $11.3B → $15.1B (+$3.75B)

5% more funds holding

Funds holding: 630663 (+33)

2.15% more ownership

Funds ownership: 73.53%75.68% (+2.2%)

5% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 210

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $89.1M

Holders
663
Holders Change
+33
Holders Change %
+5.24%
% of All Funds
17.68%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
86
Increased
199
Reduced
210
Closed
44
Calls
$72.1M
Puts
$89.1M
Net Calls
-$17M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.46B -$2.31M -23,678 Closed
HTC
2
Hershey Trust Company
Pennsylvania
$1.3B +$9.74K +100 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$820M +$19.6M +200,994 +3%
State Street
4
State Street
Massachusetts
$729M +$27.2M +278,921 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$505M -$3.06M -31,381 -0.6%
JHIU
6
Janus Henderson Investors US
Colorado
$456M -$44.6M -458,165 -9%
Renaissance Technologies
7
Renaissance Technologies
New York
$448M -$59.1M -606,900 -12%
BIT
8
BlackRock Institutional Trust
California
$432M +$4.89M +50,254 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$321M +$20.3M +208,978 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$270M +$39.5M +405,694 +19%
Northern Trust
11
Northern Trust
Illinois
$261M +$22.1M +226,572 +10%
BFA
12
BlackRock Fund Advisors
California
$249M +$23.2M +238,685 +11%
AAMU
13
Amundi Asset Management US
Massachusetts
$246M -$11.7M -119,930 -5%
American Century Companies
14
American Century Companies
Missouri
$219M -$103M -1,057,245 -33%
VAM
15
Vontobel Asset Management
New York
$193M -$23.4M -239,955 -12%
APG Asset Management
16
APG Asset Management
Netherlands
$175M -$8.11M -83,285 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$175M +$114M +1,168,275 +228%
Capital World Investors
18
Capital World Investors
California
$156M
O
19
OppenheimerFunds
New York
$141M -$399K -4,100 -0.3%
Aristotle Capital Management
20
Aristotle Capital Management
California
$140M +$2.06M +21,119 +2%
BG
21
BlackRock Group
United Kingdom
$140M +$18.2M +187,321 +16%
Norges Bank
22
Norges Bank
Norway
$130M -$49.7M -510,321 -29%
Bank of America
23
Bank of America
North Carolina
$129M -$11.8M -121,421 -9%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$126M -$150K -1,536 -0.1%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$113M +$3.54M +36,372 +3%